Creating a Dynamic Form – OnePassport

While OnePassport Management System offers a way for customising your forms related to capturing worker details, consent or agreement and immunisation records, the system lets users also create a form from scratch using the Form Builder feature.

Your dynamic form can have different field types:

1. Text Field - short/long answer

2. Check boxes - multiple selection

3. Drop down - single selection/multiple selection

4. Radio button - single selection

5. Date Picker

6. File Upload

Note:

* Remember that in all field types, you have the ability to edit or delete labels/options.

* You can make a field required for the worker to fill out.

* You can require users to upload files to the form.

Start building your form now using the steps below:

1. Click "Settings"

Click 'Settings'

2. Click "Employment Self-Service Manage Self Service Forms"

Click 'Employment Self-Service Manage Self Service Forms'

3. Click "Create"

Click 'Create'

4. Select Dynamic for the Form Type then click "Create"

Select Dynamic for the Form Type then click 'Create'

5. Provide a Name for the Dynamic Form. For instance, fill in "Dynamic Form for New Workers"

Provide a Name for the Dynamic Form. For instance, fill in 'Dynamic Form for New Workers'

6. Under the Form Questions section, you can add different types of questions to your form. Click the plus button to start

Under the Form Questions section, you can add different types of questions to your form. Click the plus button to start

7. Click "Label" field. Provide your question here.

Click 'Label' field. Provide your question here.

8. Click "Select Type" and choose from the dropdown: Text/ Date/ File Upload/ Dropdown Select/ Dropdown Multiple Select/ Checkbox/ Radio

This is where you determine what type of response are you expecting from the end-user of the form.

Click 'Select Type' and choose from the dropdown: Text/ Date/ File Upload/ Dropdown Select/ Dropdown Multiple Select/ Checkbox/ Radio

9. For example, first question would be: "What is your role?"

For example, first question would be: 'What is your role?'

10. We select "Text" as type since we are expecting a text response from the staff. Then, click the "Required" checkbox if you would like this to be mandatory filled out.

We select 'Text' as type since we are expecting a text response from the staff. Then, click the 'Required' checkbox if you would like this to be mandatory filled out.

11. Click "Add"

Click 'Add'

12. Click the plus button again to add another question

Click the plus button again to add another question

13. Click "Label" and enter your question

Click 'Label' and enter your question

14. For example, enter "Date of Interview"

For example, enter 'Date of Interview'

15. Select "Date" for the Type

Select 'Date' for the Type

16. Click "Required" checkbox if you want this question to be mandatory answered. Otherwise, leave it as is

Click 'Required' checkbox if you want this question to be mandatory answered. Otherwise, leave it as is

17. Click "Add"

Click 'Add'

18. Click the plus button to add another question

Click the plus button to add another question

19. Click "Label" and enter the next question

Click 'Label' and enter the next question

20. Should we want a file to be uploaded in the form, we can do that. So as an example, we put in the label field "Upload copy of your CV"

Should we want a file to be uploaded in the form, we can do that. So as an example, we put in the label field 'Upload copy of your CV'

21. Select "File Upload" as the Type

Select 'File Upload' as the Type

22. Click "Add"

Click 'Add'

23. Click the plus button again to add new question

Click the plus button again to add new question

24. For instance, we put "Do you have any other background check document?"

For instance, we put 'Do you have any other background check document?'

25. Select "Dropdown Select" in the Type Dropdown list

Select 'Dropdown Select' in the Type Dropdown list

26. Click the plus button for the Question Options

Click the plus button for the Question Options

27. Enter the first option. Fill "Yes". Then click + to add another option

Enter the first option. Fill 'Yes'. Then click + to add another option

28. For example, fill "No" for the second option

For example, fill 'No' for the second option

29. Click "Add"

Click 'Add'

30. You can add other types of responses like Dropdown Multiple Select, Checkbox and Radio. If you wish to check how does the form will look like, simply click the Preview button

You can add other types of responses like Dropdown Multiple Select, Checkbox and Radio. If you wish to check how does the form will look like, simply click the Preview button